Is nvidia the most fundamentally sound rally ever?
Chart below shows NVDA free cash flow per share vs share price. Source: TME, Goldman
Nvidia was only worth $9bn 10 years ago and is now worth almost $1.7tn, i.e. 184 times as much.
Source: HolgerZ, Bloomberg
The bond-stock correlation is crashing to its lowest level in months...
Source: www.zerohedge.com
India vs. China
Source: Michel A.Arouet
That’s an amazing trend. What is driving it?
Source: Michel A.Arouet
What CEOs talked about in Q4, 2023 (vs Q3, 2023)
Economic concerns, Geopolitical uncertainty, and Cost Optimization; AI drops for first time. Source : iot analytics, cb insights
Stock Market Extreme Greed Approaching.....
source : cnnsentiment
Buffett's Berkshire Beats the S&P 500 in Jan 2024 by 6%
Berkshire Hathaway outperformed the S&P 500 by an impressive 6% in January 2024, marking the fourth highest monthly outperformance over the last decade. Despite Apple, which represents 50% of Berkshire's portfolio, being down more than 3% (indicated by white bars), Berkshire's value soared. In an extraordinary display in November 2018, despite Apple's plunge of over 18%, Berkshire Hathaway saw an increase of more than 4%. source : John Haslett, CA(SA), FRM, Graphite Asset Advisory
